Unclaimed
Julie Fujino is a financial professional who has been serving clients for over 20 years. Julie is currently registered with Cetera Investment Services LLC, a financial services firm based in Honolulu, Hawaii. Julie has held previous roles with LPL Financial LLC, UVEST Financial Services Group, Inc., Duerr Financial Corporation, BANCWEST Investment Services, Inc. and FISERV Investor Services, Inc. Julie holds the Series 6, Series 63, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
HI
02/11/2022 - Present
Cetera Investment Services LLC (HONOLULU HI)
HI
03/25/2015 - 12/15/2021
LPL FINANCIAL LLC (HONOLULU HI)
HI
07/05/2011 - 02/10/2015
LPL FINANCIAL LLC (HONOLULU HI)
HI
07/13/2005 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (HONOLULU HI)
CA
12/08/2004 - 07/21/2005
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
NE
07/08/2002 - 10/21/2002
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
CA
05/01/2002 - 06/28/2002
DUERR FINANCIAL CORPORATION (CHINO HILLS CA)
TX
05/03/2001 - 05/01/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BC
Issued 05/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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